Nvidia (NVDA) stock took a hit earlier this year after Chinese startup DeepSeek unveiled a low-cost AI chatbot, threatening its dominance. Kim Forrest, Chief Investment Officer, Bokeh Capital Partners,

The chip maker’s stock plunged after reports about the Chinese artificial-intelligence model raised fears about spending on AI infrastructure.

AI’s shift to reasoning models like DeepSeek is pushing compute demand to unprecedented levels, says NVIDIA CEO Jensen Huang. Blackwell chips are designed to

Key Takeaways This week’s post-earnings losses brought Nvidia's stock near the January lows that came after a DeepSeek-driven plunge. Analysts have largely remained bullish, pointing to Nvidia's strong outlook on the back of growing AI demand.

Nvidia reported its fourth-quarter results after Wednesday's closing bell. Investors and analysts have focused on early sales of the company's new Blackwell line.

Nvidia CFO Colette Kress said gross margins are expected to be in the "low 70s" as Blackwell production ramps up before improving later in the year.